Welcome to our dedicated page for Commerce.com SEC filings (Ticker: CMRC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Commerce.com, Inc. filings document operating results, governance matters and capital-structure disclosures for a Nasdaq-listed commerce software company. Form 8-K reports include quarterly and annual financial results, business outlook updates, workforce realignment costs, executive and management changes, and the company’s completed name change from BigCommerce Holdings, Inc.
CMRC regulatory records also cover the company’s Series 1 common stock, Series A Junior Participating Preferred Stock and preferred stock purchase rights established under a rights agreement. Proxy materials describe shareholder voting matters, board governance, executive compensation and equity-award disclosures tied to the company’s public-company reporting obligations.
An insider of CMRC, identified as Russell Klein, filed a Rule 144 notice indicating an intention to sell 108,800 shares of common stock through Morgan Stanley Smith Barney, with an aggregate market value of $364,501.76 on NASDAQ around 01/21/2026. These shares were acquired the same day by exercising stock options under a registered plan for cash.
The notice states that 81,263,346 shares of the issuer’s common stock were outstanding. Over the prior three months, Russell Klein sold 57,508 shares on 12/30/2025 for $235,052.44 and 21,200 shares on 01/16/2026 for $80,994.60. By signing, the seller represents that he is not aware of undisclosed material adverse information about the issuer’s current or prospective operations.
CMRC filed a notice under Rule 144 for the planned sale of 21,200 shares of its common stock, with an aggregate market value of 80,994.60, through Morgan Stanley Smith Barney LLC on 01/16/2026 on the NASDAQ market.
The shares to be sold were acquired the same day by exercising stock options under a registered plan and paid for in cash. The filing also reports that the same selling holder disposed of 57,508 common shares on 12/30/2025 for gross proceeds of 235,052.44 over the prior three months.
Commerce.com, Inc. reported that on January 7, 2026 it reaffirmed its financial outlook for the fourth quarter and full year of fiscal 2025, keeping guidance in line with expectations previously shared in November 2025.
The company also approved a workforce realignment plan on December 31, 2025 to better align its cost structure for fiscal 2026. Commerce.com recorded about $7.4 million of related expenses in the fourth quarter of 2025 and estimates an additional $6.5 million in 2026, mainly for severance, professional services, and related costs. The plan is expected to reduce operating cash by roughly $3.4 million in the first quarter of 2026 and $12.2 million over fiscal 2026, and is expected to be substantially completed during fiscal 2026.
The company plans to exclude these charges from its key non-GAAP metrics. It also expanded the role of its Chief Financial Officer, Daniel Lentz, appointing him as Chief Operating Officer effective January 1, 2026, with no change to his current compensation.
Commerce.com, Inc. insider Anil Kamath reported acquiring additional company stock. On 11/13/2025, he acquired 2,437 shares of Series 1 Common Stock at a reported price of $0.00 per share. Following this transaction, he beneficially owned 75,987 shares held directly. The filing indicates that the transaction was reported on a Form 4 as a director of Commerce.com, Inc., providing updated disclosure of his ownership position.
Commerce.com, Inc. director reports stock acquisition
A director of Commerce.com, Inc. (CMRC), Sarah Gilligan, reported acquiring 2,568 shares of Series 1 Common Stock on 11/13/2025. The transaction was reported at a price of $0.00 per share, indicating it was likely a grant or similar award rather than an open-market purchase. Following this transaction, the director now beneficially owns 115,225 shares of Commerce.com common stock in direct ownership. The filing notes that the transaction was made under a Rule 10b5-1 trading arrangement, which is designed to follow preset instructions for trading company stock.
Commerce.com, Inc. (CMRC) reported an insider equity change as a director acquired 2,620 shares of Series 1 Common Stock on 11/13/2025 in a transaction reported at a price of $0.00 per share. Following this transaction, the reporting person beneficially owns 114,205 shares of Commerce.com common stock in direct ownership form.
Commerce.com, Inc. (CMRC) reported an insider equity transaction on Form 4. A director acquired 3,275 shares of Series 1 Common Stock on 11/13/2025 at a stated price of $0.00 per share. After this transaction, the director beneficially owns 129,935 shares directly, along with additional indirect holdings in Series 1 Common Stock through several irrevocable trusts.
Commerce.com, Inc. (CMRC) reported Q3 results for the period ended September 30, 2025. Revenue was $86.0 million, up from $83.7 million a year ago, with gross profit of $67.4 million. Loss from operations narrowed to $0.4 million, and net loss was $2.2 million (basic EPS $(0.03)).
For the first nine months, revenue reached $252.8 million and net loss was $11.0 million. Operating cash flow improved, providing $10.6 million in the quarter and $24.5 million year-to-date. Deferred revenue stood at $59.2 million, and remaining performance obligations were $178.9 million, indicating contracted future revenue.
The balance sheet showed $49.9 million in cash and cash equivalents, $1.2 million in restricted cash, and $92.1 million in marketable securities. Convertible notes outstanding included $150.0 million of 7.50% notes due 2028 and $4.1 million of 0.25% notes due 2026. Total stockholders’ equity was $42.8 million. Restructuring activity was minimal in Q3 ($0.1 million). Shares outstanding were 81,263,346 as of November 4, 2025.
Commerce.com, Inc. (CMRC) furnished an earnings press release for the three and nine months ended September 30, 2025. The company, formerly known as BigCommerce Holdings, Inc., disclosed results and forward‑looking statements in Exhibit 99.1.
The information was furnished under Item 2.02 and is not deemed filed for purposes of Section 18 of the Exchange Act, nor incorporated by reference except as specifically stated.
Commerce.com, Inc. reported that Chief Commercial Officer Russell Klein will retire from his role and leave the company effective November 1, 2025, following a mutual agreement reached on October 6, 2025. Under his existing employment offer letter, as amended, and subject to a waiver and general release of claims and compliance with restrictive covenants, Mr. Klein will be eligible to receive severance equal to six months of base salary and six months of the company’s share of healthcare premiums for him and his eligible dependents. Michaela Weber, Senior Vice President, Payments & Global Business Development, will assume primary responsibility for Mr. Klein’s duties.